Latest from Will Canny
DWS Sees Stablecoins Emerging as Core Payments Infrastructure
With rising liquidity, regulatory clarity and institutional use, stablecoins are moving beyond crypto trading to challenge traditional payment networks, DWS said.
Circle Can Withstand Rate Cuts as Stablecoin Demand Grows: Bernstein
The broker said lower interest rates could squeeze Circle’s revenue, but rising USDC adoption and operating leverage should keep profits on track.
Leveraged Liquidations Underscore Bitcoin’s Equity Sensitivity, Citi Says
The bank said U.S./China trade tensions triggered a sharp crypto selloff, but resilient ETF inflows are keeping its BTC and ETH forecasts intact.
Bitcoin Miners Emerge as Key AI Infrastructure Partners Amid Power Crunch: Bernstein
Miners’ secured grid capacity and high-density sites offer hyperscalers a faster, cheaper path to expand AI data centers as interconnection delays mount.
Kalshi Raises $300M at $5B Valuation, Expands Prediction Markets to 140 Countries: NYT
The funding round was led by major investors including Sequoia Capital, Andreessen Horowitz, Paradigm, CapitalG and Coinbase Ventures.
Filecoin Drops as Much as 7% as Selling Pressure Intensifies
The token has established support at $2.23 with resistance at the $2.41 level.
Wall Street Bank Citi Flags OSL as Top Bet in Hong Kong’s Crypto Sector
The bank's analysts started coverage of crypto exchange OSL with a buy/high risk rating and a HK$21.80 price objective
Michael Saylor's Strategy the Architect of New Bitcoin-Backed Fixed Income Market: Benchmark
The company's bitcoin-linked perpetual preferred shares give it a lasting capital edge, analyst Mark Palmer said.
Bitcoin ETF Inflows Poised to Smash Records in Q4, Says Crypto Asset Manager Bitwise
Institutional access, a surging debasement trade, and bitcoin’s rally above $125,000 are setting the stage for the strongest quarter ever for ETF flows.
JPMorgan Sees Modest Inflows for Solana ETFs Despite Likely SEC Approval
The bank expects solana exchange-traded funds to attract only a fraction of ether’s inflows.
